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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,999 | $88,754-62.8% | $81,820-59.7% | $145,877-77.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.27% | 1031.77%-1019.5pp | 777.93%-765.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,534 | $3,085-17.9% | $2,915-13.1% | $4,663-45.7% |
| Participant deferral / active EE | $9,191 | $4,648+97.8% | $4,323+112.6% | $6,691+37.4% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |